Vicus Capital’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Vicus Capital’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$173M	Buy	2,262,820 +451,679	+25%	+$36.1M	12.74%	1
2025 Q4	$145M	Buy	1,811,141 +392,593	+28%	+$31.2M	10.9%	1
2025 Q3	$111M	Buy	1,418,548 +1,370,445	+2,849%	+$103M	8.49%	1
2025 Q2	$3.5M	Buy	48,103 +322	+0.7%	+$21.7K	0.29%	52
2025 Q1	$3.14M	Buy	47,781 +1,012	+2%	+$70K	0.29%	48
2024 Q4	$3.22M	Sell	46,769 -830	-2%	-$57.5K	0.29%	48
2024 Q3	$3.21M	Sell	47,599 -40	-0.1%	-$2.6K	0.28%	46
2024 Q2	$3.05M	Sell	47,639 -599	-1%	-$36.9K	0.28%	48
2024 Q1	$2.97M	Buy	48,238 +388	+0.8%	+$22.7K	0.27%	52
2023 Q4	$2.67M	Sell	47,850 -2,911	-6%	-$153K	0.27%	53
2023 Q3	$2.55M	Buy	50,761 +146	+0.3%	+$7.64K	0.27%	53
2023 Q2	$2.64M	Buy	50,615 +972	+2%	+$48K	0.27%	47
2023 Q1	$2.39M	Buy	49,643 +6,654	+15%	+$312K	0.26%	49
2022 Q4	$1.93M	Buy	42,989 +2,203	+5%	+$99.6K	0.22%	56
2022 Q3	$1.71M	Buy	40,786 +2,761	+7%	+$129K	0.2%	66
2022 Q2	$1.69M	Buy	38,025 +3,763	+11%	+$181K	0.19%	65
2022 Q1	$1.82M	Buy	34,262 +526	+2%	+$27.5K	0.18%	68
2021 Q4	$1.81M	Buy	33,736 +7,631	+29%	+$412K	0.18%	68
2021 Q3	$1.32M	Buy	26,105 +2,869	+12%	+$149K	0.21%	58
2021 Q2	$1.17M	Buy	23,236 +6,280	+37%	+$308K	0.19%	66
2021 Q1	$790K	Buy	16,956 +4,349	+34%	+$197K	0.09%	113
2020 Q4	$554K	Buy	12,607 +5,107	+68%	+$213K	0.07%	128
2020 Q3	$295K	Buy	+7,500	New	+$292K	0.04%	167
2020 Q1	–	Sell	-19,505	Closed	-$738K	–	207
2019 Q4	$738K	Buy	19,505 +1,077	+6%	+$38.9K	0.11%	102
2019 Q3	$18.4M	Sell	18,428 -614,345	-97%	-$21.4M	2.57%	5
2019 Q2	$18.3M	Buy	632,773 +615,208	+3,502%	+$20.9M	2.57%	5
2019 Q1	$584K	Buy	+17,565	New	+$561K	0.09%	133

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vicus Capital's SPYM Position: Q1 2026 in Review

Vicus Capital increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 25% in Q1 2026, buying an estimated $36.1M and bringing the position to 2,262,820 shares worth $173M. The position accounts for 12.74% of the portfolio, ranked #1.

Vicus Capital first reported a position in SPYM in Q1 2019 and has held it in 27 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Vicus Capital held 2,262,820 shares of State Street SPDR Portfolio S&P 500 ETF worth $173M as of Q1 2026.
Vicus Capital bought 451,679 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $36.1M.
State Street SPDR Portfolio S&P 500 ETF made up 12.74% of Vicus Capital's portfolio in Q1 2026, its #1 holding.
Vicus Capital first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Vicus Capital's 13F filing for Q1 2026, filed 22 Apr 2026.